Client Profile Coordinator

19 hours ago


Vancouver, British Columbia, Canada Disability Solutions Full time

This role at Raymond James Ltd. requires a detail-oriented individual who can effectively manage multiple tasks while maintaining attention to detail. As an Account Profile Associate, you will be responsible for administering new account openings, account updates, and recurring event setups while ensuring accurate and readily available client profile information. This position is ideal for those with a background in finance and securities industry operations, as well as experience with dataphile application or similar electronic document management systems. With a strong understanding of Microsoft Office and ability to learn new applications, you will excel in this role. Additionally, effective communication and relationship management skills are essential for success in this position. A minimum of 1 year of industry-related experience and post-secondary education are required. We offer a comprehensive benefits package that includes flexible workstyles, health benefits, RRSP matching program, employee stock purchase plan, paid time off, volunteer days, discretionary bonuses, tuition reimbursement, and many more. Our commitment to diversity and inclusivity ensures equal opportunities for all candidates. If you require accommodations during the recruitment process, please contact our Human Resources department. By doing so, you can discuss your specific requirements and necessary accommodations to participate fully in the recruitment process. Salary: $50,000 - $55,000 annually.



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